13F HOLDINGS REPORT
Divisadero Street Capital Management, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0002011328-24-000005
Total Value
$427.2M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ABERCROMBIE & FITCH CO | ANF | 373,901 | $46.9M | 10.97% |
| 2 | SHARKNINJA INC | SN | 519,452 | $32.4M | 7.57% |
| 3 | RUSH STREET INTERACTIVE INC | RSI | 4,831,128 | $31.5M | 7.36% |
| 4 | HIMS & HERS HEALTH INC | HIMS | 1,988,724 | $30.8M | 7.20% |
| 5 | UPWORK INC | UPWK | 2,498,394 | $30.6M | 7.17% |
| 6 | CARVANA CO | CVNA | 279,807 | $24.6M | 5.76% |
| 7 | THE BEAUTY HEALTH COMPANY | 88331L108 | 4,874,566 | $21.6M | 5.07% |
| 8 | ZIMVIE INC | 98888T107 | 1,271,555 | $21.0M | 4.91% |
| 9 | OPTIMIZERX CORP | OPRX | 1,572,900 | $19.1M | 4.47% |
| 10 | LIFEMD INC | LFMDP | 1,693,214 | $17.4M | 4.07% |
| 11 | TALKSPACE INC | TALKW | 2,750,000 | $9.8M | 2.30% |
| 12 | BLUELINX HLDGS INC | BXC | 60,000 | $7.8M | 1.83% |
| 13 | GROUPON INC | GRPN | 584,694 | $7.8M | 1.83% |
| 14 | FULGENT GENETICS INC | FLGT | 345,000 | $7.5M | 1.75% |
| 15 | NEURONETICS INC | STIM | 1,539,447 | $7.3M | 1.72% |
| 16 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 180,966 | $7.3M | 1.70% |
| 17 | EL POLLO LOCO HLDGS INC | LOCO | 740,788 | $7.2M | 1.69% |
| 18 | YEXT INC | YEXT | 1,161,074 | $7.0M | 1.64% |
| 19 | AZZ INC | AZZ | 90,378 | $7.0M | 1.64% |
| 20 | BLUE BIRD CORP | BLBD | 168,851 | $6.5M | 1.52% |
| 21 | TRANSMEDICS GROUP INC | TMDX | 75,936 | $5.6M | 1.31% |
| 22 | DOMO INC | DOMO | 551,643 | $4.9M | 1.15% |
| 23 | ADAPTHEALTH CORP | AHCO | 415,252 | $4.8M | 1.12% |
| 24 | MODINE MFG CO | 607828100 | 50,000 | $4.8M | 1.11% |
| 25 | XPONENTIAL FITNESS INC | XPOF | 286,621 | $4.7M | 1.11% |
| 26 | RXSIGHT INC | RXST | 90,000 | $4.6M | 1.09% |
| 27 | EVOLUS INC | EOLS | 270,162 | $3.8M | 0.89% |
| 28 | PENN ENTERTAINMENT INC | PENN | 200,000 | $3.6M | 0.85% |
| 29 | SLEEP NUMBER CORP | SNBR | 209,556 | $3.4M | 0.79% |
| 30 | CYTEK BIOSCIENCES INC | CTKB | 487,550 | $3.3M | 0.77% |
| 31 | PLAYAGS INC | 72814N104 | 324,293 | $2.9M | 0.68% |
| 32 | REPAY HLDGS CORP | RPAY | 229,946 | $2.5M | 0.59% |
| 33 | INOGEN INC | INGN | 300,000 | $2.4M | 0.57% |
| 34 | THE REALREAL INC | 88339P101 | 614,627 | $2.4M | 0.56% |
| 35 | MIMEDX GROUP INC | MDXG | 300,000 | $2.3M | 0.54% |
| 36 | LIVEPERSON INC | LPSN | 2,266,971 | $2.3M | 0.53% |
| 37 | BRIGHTVIEW HLDGS INC | BV | 188,104 | $2.2M | 0.52% |
| 38 | PULMONX CORP | LUNG | 208,473 | $1.9M | 0.45% |
| 39 | VIVID SEATS INC | SEATW | 280,288 | $1.7M | 0.39% |
| 40 | CORECIVIC INC | CXW | 100,000 | $1.6M | 0.37% |
| 41 | TREACE MED CONCEPTS INC | 89455T109 | 114,400 | $1.5M | 0.35% |
| 42 | HARROW INC | HROW | 100,000 | $1.3M | 0.31% |
| 43 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 70,000 | $1.1M | 0.26% |
| 44 | FAT BRANDS INC | FATPQ | 143,380 | $1.1M | 0.26% |
| 45 | CONSTRUCTION PARTNERS INC | ROAD | 18,437 | $1.0M | 0.24% |
| 46 | AXOGEN INC | AXGN | 99,970 | $806,758 | 0.19% |
| 47 | ANYWHERE REAL ESTATE INC | 75605Y106 | 100,000 | $618,000 | 0.14% |
| 48 | SOLO BRANDS INC | SBDS | 259,836 | $563,844 | 0.13% |
| 49 | SHYFT GROUP INC | 825698103 | 33,091 | $410,990 | 0.10% |
| 50 | BOWLERO CORP | LUCK | 29,690 | $406,753 | 0.10% |
| 51 | AUGMEDIX INC | 05105P107 | 89,129 | $364,538 | 0.09% |
| 52 | COMFORT SYS USA INC | 199908104 | 1,000 | $317,710 | 0.07% |
| 53 | ORGANOGENESIS HLDGS INC | ORGO | 100,000 | $284,000 | 0.07% |
| 54 | SEMRUSH HLDGS INC | SEMR | 20,000 | $265,200 | 0.06% |
| 55 | DRAFTKINGS INC NEW | DKNG | 5,000 | $227,050 | 0.05% |
| 56 | AMPLITUDE INC | AMPL | 10,000 | $108,800 | 0.03% |